Omaha, NE S 120th Street Office
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Osaic Advisory Services, LLC
Enterprise
Firm-wide stats for Osaic Advisory Services, LLC
About
Osaic Advisory Services, LLC is an SEC‑registered investment adviser that serves a wide range of clients, including individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers investment management, financial planning, retirement plan consulting, third‑party manager selection and oversight, and related services such as annuity sub‑account management, donor‑advised fund advisory, and lending solutions.
Advisory services are delivered through multiple program models — including advisor‑managed Counsel and Ally programs (wrap and non‑wrap), the Partner third‑party consulting program, and plan participant retirement offerings — with custody and execution primarily arranged through Schwab and Fidelity. Portfolios are built and monitored by advisory representatives using a mix of proprietary guidance and third‑party platforms and managers (for example, Envestnet and Ladenburg Thalmann Asset Management), and clients may impose reasonable written investment restrictions and receive periodic account reviews.
Distinctive elements disclosed in the firm’s brochure include reported relationships with sovereign wealth funds, expanded access to alternative investments via the CAIS platform (including disclosed platform compensation), and affiliated capabilities through Osaic Wealth, Ladenburg entities, Premier Trust and a CapitalHub lending marketplace. The firm’s complex ownership and platform arrangements — including Reverence Capital Partners’ indirect interests and various revenue‑sharing and referral arrangements — are noted in its disclosures and managed through supervisory procedures and client disclosure.
Based on Osaic Advisory Services, LLC
Location
1010 S 120th Street, Suite 320
Omaha NE 68154
Advisors at this office
3
Advisors at this office
Sean M
CFP®, ChFC®, Series 66
Omaha, NE
Osaic Advisory Services, LLC
Sean Moylan is a financial advisor with Osaic Advisory Services, LLC, holding the CFP® and ChFC® designations and bringing 20 years of industry experience. His career includes roles at Arbor Point Advisors and Securities America Advisors, Inc. He also practices law through Moylan Law, LLC, focusing on estate planning, probate, and small business matters. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms to build and monitor client portfolios.
Patrick M
CFP®, ChFC®, Series 63, Series 65
Omaha, NE
Osaic Advisory Services, LLC
Patrick Moylan is a financial advisor with Osaic Advisory Services, LLC in Omaha, NE, holding CFP® and ChFC® designations and possessing 23 years of industry experience. His prior experience includes roles at Arbor Point Advisors and Securities America Advisors, Inc. Moylan serves on the investment committee for the Mount Michael Foundation, a private Catholic high school. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and financial planning services delivered through multiple program models utilizing proprietary guidance and third-party platforms.
Devin M
CFP®, Series 66
Omaha, NE
Osaic Advisory Services, LLC
Devin Moylan is a CFP® with 15 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. His prior experience includes roles at Arbor Point Advisors and Securities America Advisors, Inc. Additionally, he participates in community activities such as advising the development committee for St. Pat's Elkhorn. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and nonprofit entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and uses multiple program models with custody primarily through Schwab and Fidelity.
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